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Holding steady: 34.3 Million discrete GPUs shipped, 4.5% over last
quarter but declined 5.2% from last year. There was a 4.5% dip in
overall graphics shipments in Q3 from last quarter.

Jon Peddie Research (JPR), the industry's research and consulting firm
for graphics and multimedia, announced estimated graphics chip shipments
and suppliers’ market share for Q3’12.

The news was terrific for Nvidia and disappointing for everyone the
other major players. From Q2 to Q3 Intel slipped in both desktop (7%)
and notebook (8.6%). AMD dropped (2%) in the desktop, and (17%) in
notebooks. Nvidia gained 28.3% in desktop from quarter to quarter and
jumped almost 12% in the notebook segment.

This was a not a very good quarter the shipments were down -1.45% on a
Qtr-Qtr basis, and -10.8% on a Yr-Yr basis. We found that graphics
shipments during Q3’12 slipped from last quarter -1.5% as compared to
PCs which grew slightly by 0.9% overall (however more GPU’s shipped than
PCs due to double attach). GPUs are traditionally a leading indicator of
the market, since a GPU goes into every system before it is shipped and
most of the PC vendors are guiding down for Q4.

The turmoil in the PC market has caused us to modify our forecast since
the last report; it is less aggressive on both desktops and notebooks.
The popularity of tablets and the persistent recession are the
contributing factors that have altered the nature of the PC market.
Nonetheless, the CAGR for PC graphics from 2011 to 2016 is 3.6%, and we
expect the total shipments of graphics chips in 2016 to be 608 million
units.

The ten-year average change for this quarter is a growth of 7.9%. This
quarter is below the average with a 4.6% decrease.

Our findings include discrete and integrated graphics (CPU and chipset)
for Desktops, Notebooks (and Netbooks), and PC-based commercial (i.e.,
POS) and industrial/scientific and embedded. This report does not
include handhelds (i.e., mobile phones), x86 Servers or ARM-based
Tablets (i.e. iPad and Android-based Tablets), Smartbooks, or ARM-based
Servers. It does include x86-based tablets.

Nvidia’s quarter-to-quarter desktop discrete shipments jumped 28.3%
from last quarter; and, the company’s mobile discrete shipments were
up 12%, which is impressive in a down market. The company’s overall PC
graphics shipments increased 19.6%.

Year to year this quarter AMD shipments declined 20%, Intel dropped
14%, Nvidia slipped 0.5%, and VIA fell 10% from last year.

Total discrete GPUs (desktop and notebook) increased a modest 4.6%
from the last quarter and were down 5.2% from last year for the same
quarter due to the same problems plaguing the overall PC industry.
Overall the trend for discrete GPUs is up with a CAGR to 2016 of 2.6%.

Year to year for the quarter the graphics market decreased. Shipments
were down 20 million units from this quarter last year.

Market shares shifted for the big three, and put pressure on the smaller
two, market share in shipments as indicated in Table 1 (units are in
millions.)

AMD saw a change of -7.7% in total graphics market share from last year,
and -1.5% quarter to quarter.

Intel’s market share increased 0.9% from last year, and -2.4% from last
quarter.

Nvidia showed an increase in market share of almost 15% in overall
market share from last year rising to 19% from 16% last year.

Shipment (M units) This quarter

Market share this quarter

Last quarter (M units)

Market share last Qtr

Unit Change Qtr-to-qtr

Share Difference Qtr-to-qtr

M Units a year ago

Market Share last yr.

AMD

25.43

21.2%

28.49

22.7%

-10.7%

-1.5%

31.82

23.0%

Intel

71.75

59.8%

77.97

62.2%

-8.0%

-2.4%

83.58

60.3%

Nvidia

22.25

18.5%

18.60

14.8%

19.6%

3.70%

22.36

16.1%

Matrox

0.04

0.03%

0.05

0.0%

-20.0%

0.0%

0.06

0.0%

VIA/S3

0.53

0.4%

0.59

0.5%

-10.0%

0.0%

0.65

0.5%

Total

120.00

100.0%

125.36

100.3%

-4.3%

138.52

100.0%

Table 1: Total Graphics Chip Market shares

Graphics chips (GPUs) and chips with graphics (IGPs, APUs, and EPGs) are
a leading indicator for the PC market. At least one and often two GPUs
are present in every PC shipped. It can take the form of a discrete
chip, a GPU integrated in the chipset or embedded in the CPU. The
average has grown from 1.2 GPUs per PC in 2001 to almost 1.4 GPUs per PC.

Pricing and Availability

The Q3’12 edition of Jon Peddie Research's Market Watch is
available now in both electronic and hard copy editions, and sells for
$2,500. Included with this report is an Excel workbook with the data
used to create the charts, the charts themselves, and supplemental
information. The annual subscription price for JPR's Market Watch is
$4,000 and includes four quarterly issues. Full subscribers to JPR
services receive Tech Watch (the company's bi-weekly report) and
a copy of Market Watch as part of their subscription. For
information about purchasing Market Watch, please call 415/435-9368 or
visit the Jon Peddie Research website at www.jonpeddie.com.

Contact Robert Dow at JPR (Robert@jonpeddie.com)
for a free sample of TechWatch.

About Jon Peddie Research

Dr. Jon Peddie has been active in the graphics and multimedia fields for
more than 30 years. Jon Peddie Research is a technically oriented
multimedia and graphics research and consulting firm. Based in Tiburon,
California, JPR provides consulting, research, and other specialized
services to technology companies in a variety of fields including
graphics development, multimedia for professional applications and
consumer electronics, high-end computing, and Internet-access product
development. Jon Peddie's Market Watch is a quarterly report
focused on the market activity of PC graphics controllers for notebook
and desktop computing.

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